Planner overview
Assign/schedule work to people and time when jobs are in production/in progress.
Locating section in app: Productivity > Planner
Planner page features
📽️ Video clip: Planner walkthrough
Use search and filters to create a view to manage Jobs.
Search
Search by Customer Name, Order # and Labels
🗒️ Note: adding a partial name or number in Search i.e. typing “61” will return any customer with “61” in their order number or purchase order number e.g. “610”.
Filter
Filter by Views (create your own view based on your area of focus), Show/Hide Users, Show/Hide Orders Assignee and Labels
💡 Tip: a View might be of Urgent orders only. Apply required filters and Save new view.
Settings
Planner Settings: enable working hours for the team
Collapse/expand Orders view
Collapse/expand view list of Orders
Orders from this list can be dragged and dropped into the Planner to be assigned to time
View Orders
Click on an Order to view:
🚫 Warning: edits made in this view aren't saved; if edits to an Order are required view the Order in Sales Orders (Sales > Sales Orders).
Using Planner
Linked resources